Sections of the Work Item Screen
After creating the work item, the user is presented with the following screen:
Actions: This section describes which step the work-item is in the process. In this example, we are in Pending Advisor Review.
Client Documents: This section displays the list of all the forms filled in the Work Item. Click on the corresponding row to open the form in the Document Viewer.
Required Forms: The Required Forms pane displays the list of all the required forms present in the Work Item. Click on the Open button to view the form in the Document Viewer.